Did you know that the average person blinks about 17,000 times a day? Well, if you blinked during the American Diabetes Association conference, you might have missed Eli Lilly (LLY) delivering some of the most impressive clinical data I’ve seen in years. While their competitors stumbled through disappointing presentations, Lilly quietly demonstrated why they’re positioning […]
Tag Archives: (NVO)
Mad Hedge Biotech and Healthcare Letter June 26, 2025 Fiat Lux Featured Trade: (HERE COMES THE ANTI-OZEMPIC) (REGN), (NVO), (LLY)
Mad Hedge Biotech and Healthcare Letter June 17, 2025 Fiat Lux Featured Trade: (THE ART OF WAR, IMMUNOLOGY EDITION) (ABBV), (NVO), (LLY), (JNJ)
Last month, as I pored over pharma earnings with a strong espresso and a stronger sense of deja vu, I was reminded why I swapped the lab coat for a Bloomberg terminal four decades ago. Markets may not speak Latin, but they sure know how to butcher nuance. And AbbVie (ABBV), dear readers, is a […]
Mad Hedge Biotech and Healthcare Letter June 12, 2025 Fiat Lux Featured Trade: (HOW TO SELL ONE MOLECULE TWO WAYS AND MAKE BILLIONS) (NVO), (PFE), (HIMS), (LFMD), (CVS), (LLY)
Did you know Novo Nordisk’s (NVO) Ozempic and Wegovy are basically twins separated at birth? Both contain the same molecule — semaglutide — yet Wegovy costs three times more simply because it moonlights as a weight-loss drug instead of a diabetes treatment. That, my friends, is pharmaceutical sorcery so profitable it would make Merlin jealous. […]
Clinging to Mount Everest at 20,000 feet, fingers numb and oxygen tank hissing like an annoyed cobra, I had an epiphany that would later serve me well on Wall Street: the most promising paths aren’t always the obvious ones — they’re the routes that quietly keep you alive while everyone else is busy with their […]
Mad Hedge Biotech and Healthcare Letter April 15, 2025 Fiat Lux Featured Trade: (THE WEIGHT OF EXPECTATIONS) (LLY), (NVO)
You know that feeling when you’ve found the perfect restaurant? The food is exquisite, the atmosphere divine, and then you get the bill—and suddenly you’re calculating if selling a kidney is a viable financial strategy. That’s essentially my relationship with Eli Lilly (LLY) right now. Phenomenal company, stellar performance, price tag that makes my wallet […]
Mad Hedge Biotech and Healthcare Letter April 10, 2025 Fiat Lux Featured Trade: (THE $5 BILLION SECRET I SPOTTED IN MY DOCTOR’S WAITING ROOM) (AMGN), (NVO), (LLY), (MRK), (REGN)